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Account
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8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-23 |
| PA | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-09-23 |
| VA | RA | APPROVED | 2025-09-23 |
Branch Locations
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
685 3Rd Avenue Floor 30, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 10/2021 | 12/2021 |
| Thunder Ridge Ski Area | Patterson | NY | 12/2014 | 03/2017 |
| Candlewood Isle Summer Camp | New Fairfield | CT | 07/2015 | 08/2018 |
| Stew Leonard's | Danbury | CT | 05/2018 | 03/2019 |
| Icon International | Greenwich | CT | 05/2019 | 01/2020 |
| Icon International | Greenwich | CT | 06/2020 | 07/2021 |
| Penn State University It | University Park | PA | 08/2019 | 05/2021 |
| The Pennsylvania State University - Main Campus | University Park | PA | 08/2017 | 05/2021 |
| New Fairfield High School | New Fairfield | CT | 08/2013 | 06/2017 |
| Unemployed | New Fairfield | CT | 08/2021 | 09/2021 |
| Fidelity Investments | New Fairfield | CT | 01/2022 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Range Finance, Inc. | New York | NY | 09/2025 | Present |
| Range Advisory, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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